Capital Growth with
Active Risk Mitigation
Who We Are
Niles Investment Management combines decades of experiences with a thematic approach in an effort to deliver steady and consistent returns, safeguarding capital across market cycles.
At NIM, we specialize in an all-weather approach to investing, placing risk management at the center in an attempt to protect capital during times of extreme market stress and generate wealth over the course of market cycles.
We strive to minimize losses while capturing a risk-adjusted portion of the upside by emphasizing active risk management strategies to produce strong alpha generation. We generate individual company fundamental analysis augmented by technical and macroeconomic analysis to generate investment portfolios of typically 20–40 positions, primarily in larger capitalization U.S. companies.
Leadership
Dan Niles is the Founder of Niles Investment Management and has been the Portfolio Manager since 2004.
Renowned for his expertise in the technology sector, Dan’s career has spanned decades earning a reputation for insightful market analysis and investment strategies.
Prior to founding Niles Investment Management, Dan started his Wall Street career in 1990 at Robertson Stephens in mergers and acquisitions before acting as Managing Director in Equity Research until 2000.
Dan joined Lehman Brothers in 2000 as the Senior Sell-Side Equity Research Analyst covering computer hardware and semiconductors. From 2004 to 2009, he was a Managing Director at Neuberger Berman, a subsidiary of Lehman Brothers, and Chief Executive Officer of Neuberger Berman Technology Management. From 2004 to present, Dan has been a hedge fund manager.
Dan received a BS in Systems Engineering from Boston University and a MS in Electrical Engineering from Stanford University, and began his career as an Engineer at Digital Equipment Corporation.
Partnership + Performance
Our success is bolstered by the invaluable collaboration with our strategic partners.
